Hi all !
We’ve seen a few posts here on the Forum of people looking to track and consolidate their investment portfolio online.
It’s a real pain to keep track of all the fees, expenses and the performance of your account, especially when you have accounts with multiple financial institutions.
We also have this problem and we thought to do something about it.
For more than a year, we’ve been developing a platform to track our own investment portfolios in one interface. We now decided to make it available to the public for free.
Check out Wealthica at https://wealthica.com
It's free (seriously).
Here’s what you can do:
• Import and aggregate your portfolios in one place, automatically.
• Track your net worth and how it grows over time
• Support for multiple Canadian brokerages and Questrade’s API
• Analyze your fees, expense ratio, and performance
• Add custom notes/alerts for particular events
• And a lot more
We want it to be Mint for the Canadian Investors and the Canadian alternative to Personal Capital and Sigfig.
We’re currently improving it and actively seeking feedback from our user. We are also working on ACB and performance reports.
Want to help us?
Try it for free here: https://wealthica.com
Cheers!
PS: Do you currently use some other portfolio tracking software? What is the most important thing the software should do for you? Leave your comments or question below, we’ll answer them!
We’ve seen a few posts here on the Forum of people looking to track and consolidate their investment portfolio online.
It’s a real pain to keep track of all the fees, expenses and the performance of your account, especially when you have accounts with multiple financial institutions.
We also have this problem and we thought to do something about it.
For more than a year, we’ve been developing a platform to track our own investment portfolios in one interface. We now decided to make it available to the public for free.
Check out Wealthica at https://wealthica.com
It's free (seriously).
Here’s what you can do:
• Import and aggregate your portfolios in one place, automatically.
• Track your net worth and how it grows over time
• Support for multiple Canadian brokerages and Questrade’s API
• Analyze your fees, expense ratio, and performance
• Add custom notes/alerts for particular events
• And a lot more
We want it to be Mint for the Canadian Investors and the Canadian alternative to Personal Capital and Sigfig.
We’re currently improving it and actively seeking feedback from our user. We are also working on ACB and performance reports.
Want to help us?
Try it for free here: https://wealthica.com
Cheers!
PS: Do you currently use some other portfolio tracking software? What is the most important thing the software should do for you? Leave your comments or question below, we’ll answer them!